StockDriftsStockDriftsTop 50 Curated Wealth Partners Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| APO | APOLLO GLOBAL MGMT INC | 31.16% | 2.22M | $247.3M | -0.26%(-5.76K) | $55.47(+134.89%) | 2026-03-31 | |
| ARES | ARES MANAGEMENT CORPORATION | 20.19% | 1.47M | $160.2M | +3.47%(+49.27K) | $78.55(+56.54%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 6.03% | 80.1K | $47.9M | +13.86%(+9.76K) | $496.51(+34.00%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 4.25% | 51.9K | $33.8M | +0.28%(+143) | $398.51(+81.62%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 3.46% | 703.9K | $27.4M | +6.64%(+43.85K) | $31.11(+31.42%) | 2026-03-31 | |
| RWEM | ADVISORS INNER CIRCLE FD III | 2.26% | 615.7K | $17.9M | +8.35%(+47.47K) | $25.16(+37.29%) | 2026-03-31 | |
| TEX | TEREX CORP NEW | 1.69% | 226.9K | $13.4M | +0.00%(+0) | $39.78(+53.13%) | 2026-03-31 | |
| DHLX | DIAMOND HILL FUNDS | 1.61% | 996.4K | $12.8M | +5.19%(+49.13K) | $13.09(+2.22%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.31% | 40.9K | $10.4M | +23.14%(+7.68K) | $163.46(+73.86%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 1.2% | 22.1K | $9.5M | -0.06%(-13) | $375.89(+11.27%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.40% | +53.69% |
| Top 20 Holdings Unweighted | +11.05% | +36.96% |
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